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WHAT WE DO

Strategic Planning & Investment Management for Endowments and Foundations

Serving as a fiduciary for an endowment or foundation requires knowledge of investment issues and an understanding of how investment-related decisions may impact the organization. Poor execution of one’s fiduciary responsibilities may result in personal liability for fiduciary negligence.

As a fiduciary entrusted with the stewardship of assets in an endowment or foundation Davidson Capital Management truly understands the gravity of your responsibilities.  We have over 30 years of strategic planning and investment management experience in endowments and foundations.  

Services we provide:

  • Create customized investment policy statement
  • Produce customized quarterly reports
  • Provide the investment board with in person portfolio reviews
  • Adhere to socially conscious directives
  • Assist with strategic planning of charitable donations
  • Alleviate fiduciary liability

Let's Talk

Contact Davidson Capital Management to set up a preliminary consultation or to set up a meeting with your board and our advisors.

SCHEDULE A CALL

Schedule a meeting at one of our two locations today!

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DISCLOSURES

Copyright © 2023 Davidson Capital Management, Inc.

Disclaimer: This website is for informational purposes only. This website is in no way a solicitation or offer to sell securities or investment advisory services except, where applicable, in states where we are registered or where an exemption or exclusion from such registration exists. Information throughout this site, whether stock quotes, charts, articles, or any other statement or statements regarding market or other financial information, is obtained from sources which we, and our suppliers believe reliable, but we do not warrant or guarantee the timeliness or accuracy of this information. Nothing on this website should be interpreted to state or imply that past results are an indication of future performance. Neither we or our information providers shall be liable for any errors or inaccuracies, regardless of cause, or the lack of timeliness of, or for any delay or interruption in the transmission thereof to the user. THERE ARE NO WARRANTIES, EXPRESSED OR IMPLIED, AS TO ACCURACY, COMPLETENESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS OR ANY ‘LINKED’ WEBSITE.